Perissos Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,825 shares of SCHM stock, worth $470,090. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,825
Previous 5,603 200.29%
Holding current value
$470,090
Previous $466 Million 0.15%
% of portfolio
0.35%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $309,053 - $931,874
11,222 Added 200.29%
16,825 $466 Million
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $528 - $582
-7 Reduced 0.12%
5,603 $466 Million
Q2 2024

Aug 09, 2024
SELL
$75.69 - $81.19 $140,253 - $150,445
-1,853 Reduced 24.83%
5,610 $437 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $543,978 - $607,712
7,463 New
7,463 $608 Million

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email